KCPG
DFUV icon

Kavar Capital Partners Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Kavar Capital Partners Group’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.03M Buy
36,831
+9
+0% +$473 0.25% 78
2026
Q1 		$1.78M Buy
36,822
+9
+0% +$441 0.22% 83
2025
Q4 		$1.72M Buy
36,813
+8
+0% +$363 0.24% 80
2025
Q3 		$1.64M Buy
36,805
+11
+0% +$479 0.22% 86
2025
Q2 		$1.56M Buy
36,794
+11
+0% +$442 0.22% 88
2025
Q1 		$1.52M Buy
36,783
+55
+0.1% +$2.31K 0.25% 80
2024
Q4 		$1.5M Buy
36,728
+59
+0.2% +$2.5K 0.25% 80
2024
Q3 		$1.53M Buy
36,669
+57
+0.2% +$2.3K 0.24% 83
2024
Q2 		$1.44M Buy
36,612
+165
+0.5% +$6.53K 0.26% 81
2024
Q1 		$1.49M Sell
36,447
-36,185
-50% -$1.38M 0.28% 77
2023
Q4 		$2.7M Buy
72,632
+36,456
+101% +$1.25M 0.3% 72
2023
Q3 		$1.23M Buy
36,176
+186
+0.5% +$6.52K 0.27% 79
2023
Q2 		$1.24M Buy
35,990
+181
+0.5% +$6.05K 0.26% 79
2023
Q1 		$1.2M Buy
35,809
+162
+0.5% +$5.55K 0.26% 80
2022
Q4 		$1.19M Sell
35,647
-2,182
-6% -$72.5K 0.28% 79
2022
Q3 		$1.12M Buy
37,829
+201
+0.5% +$6.54K 0.29% 78
2022
Q2 		$1.19M Buy
+37,628
New +$1.25M 0.28% 78

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Kavar Capital Partners Group's DFUV Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.02% in Q2 2026, buying an estimated $473 and bringing the position to 36,831 shares worth $2.03M. The position accounts for 0.25% of the portfolio, ranked #78.

Kavar Capital Partners Group first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.7M in Q4 2023. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Kavar Capital Partners Group held 36,831 shares of Dimensional US Marketwide Value ETF worth $2.03M as of Q2 2026.
  • Kavar Capital Partners Group bought 9 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $473.
  • Dimensional US Marketwide Value ETF made up 0.25% of Kavar Capital Partners Group's portfolio in Q2 2026, its #78 holding.
  • Kavar Capital Partners Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Kavar Capital Partners Group's Dimensional US Marketwide Value ETF position peaked at $2.7M in Q4 2023.
  • 803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.